Job boardSummaUp

Clinical/Onboarding Specialist

Work location: Worldwide
Work arrangement: Remote
Salary range: USD $0 - $28,080 per annum
Skills:
Attention to Detail (Textual)
Sales Aptitude
Problem Solving
Phone Support Specialist test
Warehouse Supervisor

Role: Clinical/Onboarding Virtual Assistant (Permanent Role)

I’m looking for ten teammates to help us with our proprietary longevity service (LATAM OR central european time zone preferred) In particular, we want somebody that can grow to be world class, an English-speaking detail oriented and reliable all-star for a long term role with guaranteed work of at least 40 hours per week

This role is full-time, with some weekend work and you will be asked to work in a set 8 hours between 5:30 AM to 5:30 PM, based on USA Central Standard Time (CST) - some flexibility here in start/stop times (includes 1 hour break)

Join us as we revolutionize longevity care. You’ll be the first face our patients see on video — calm, confident, and incredibly helpful.

You are the first impression. You’ll welcome new patients, explain the process, build trust, and subtly sell the experience. Think: confident nurturer meets health concierge.

What You’ll Do:

Jump on 1:1 video calls with new patients

Walk them through our programs with warmth and clarity

Answer questions, overcome hesitation, and guide decisions

You’re Perfect If You:

Thrive in 40+ hours/week startup energy

LOVE PEOPLE,Sound confident, but care deeply

Have experience in sales, coaching, or patient care

Speak impeccable English and connect quickly

Remote | Growth-friendly | Must have webcam & fast Internet Connection

Bonus points for anyone with a medical/nursing/pharmacy degree (MD, ND, MBBS, DO) or medical school/nursing graduate

PLEASE DO NOT APPLY IF YOU HAVE ZERO OR LIMITED EXPERIENCE ON UPWORK

Responsibilities

1. Client Consultations and Follow-ups:

  • Conduct initial consultations and follow-up appointments with patients via Zoom.

  • Assess patients' medical history, current health status, and previous treatments.

  • Monitor patients' progress, side effects, and adherence to prescribed treatment plans.

2. Effective Rx Mgmt

  • Manage dosing of supplements and other medications.

  • Educate patients on proper injection techniques and medication schedules.

  • Adjust medication dosages based on patient feedback and clinical observations.

3. Collaborative Care:

  • Work closely with team & personal trainers to develop customized diet and exercise plans.

  • Coordinate with the head trainer and other team members to ensure holistic patient care.

  • Schedule and facilitate meetings between patients and personal trainers.

4. Client Education and Support:

  • Provide detailed information about medication benefits, potential side effects, and precautions.

  • Offer guidance on managing side effects and optimizing treatment outcomes.

  • Maintain open communication channels for patients to reach out with questions or concerns.

5. Data and Reporting:

  • Collect and document clinical data during patient interactions.

  • Track and analyze patient progress, including weight loss, hunger levels, and side effects.

  • Report findings and make recommendations for treatment adjustments.

Results

1. High Client Satisfaction and Retention:

  • Maintain strong patient relationships through regular check-ins and personalized care.

  • Address patient concerns promptly, leading to higher satisfaction and retention rates.

- - Goal Metrics: 100% of Client Retain Service for 2 Years

2. Enhanced communication and relationships with clients, leading to higher satisfaction and program success.

- - Goal Metrics: Referral Rate = 10%+ of new clients

3. Effective Management of Side Effects:

  • Successfully minimizes patient side effects through careful monitoring and appropriate dosage adjustments 

  • Provides detailed guidance on managing and mitigating side effects, ensuring patients feel supported and informed throughout their treatment journey

- - Goal Metrics: = < 1% of client base has adverse outcomes

This opportunity

  • Will be a trial basis [2-4 weeks] to a full-time and requires you to be dynamic

  • Will teach you a lot about business by being immersed in a high performance enterprise

  • Will be fun, playful, and not feel like work

NEXT STEPS

Help yourself stand out by answering the screening questions. Your answers will be examined thoroughly and will play a major factor

If you are selected for the next step, we may hire you for a paid zoom interview and then hire.

PLEASE DO NOT APPLY IF YOU HAVE ZERO OR LIMITED EXPERIENCE ON UPWORK

About Us

We are a hard driving, fast paced team of continuous improvement. “We’re a team, not a family. We hire, develop and evolve smartly so we have stars (leaders) in every position.”

What we believe (Company Beliefs)

We live by the same values we work by. The purpose of these core tenants:

  • as a “soundboard”/set of principles to reflect our company’s culture

  • to help make decision making easier (if you are uncertain of an action, ask yourself is it in line with core tenants?)

  • to show clients and potential teammates who we are

We’re not an average business. We see the future differently. As a leading company, we believe our teammates will have these 6 core tenets that will fuel our success enormously so.

REMARKABLE. 

  1. Worthy of being remarked upon—someone who Goes The Extra Mile. 

  2. Going the extra mile is more than just busy work; it’s doing what our competition won’t do. It’s giving customer service so noteworthy that customers keep coming back, because, as John Paul DeJoria said, “We are in the reorder business, not the first-time order business.”

  3. We build jaw-dropping experiences that turn first-time customers into lifelong advocates. We do it right, no matter the short-term cost, and we do the boring work to make it happen.

  4. Has a super-power that makes them stand out in some way. Remarkably smart. Remarkably creative. Remarkably resourceful.

ADAPTABLE 

  • Constantly changing. Life-long learner* aka someone who internalizes the idea that either you Grow or you Die

  • Learn fast, fail fast, try again. That’s how you grow. You are either growing (making progress) or dying (stagnation/decline of progress) there is no in between. As a company, we are always ahead of the market even if only by a few steps. Without that edge, we die.

  • We require innovation and invention from our team and always find ways to simplify. We look for new ideas from everywhere, and are not limited by “not invented here.” 

ACCOUNTABLE: Be Your Own Boss—Demanding AND Supportive

  • You’re not here to coast—you’re here to crush it. Hold YOURSELF to a higher standard than anyone else would ask of you. Manage your own time and resources and OWN your decisions and outcomes as if this were your company. Make decisions that can make the company better. 

  • We are demanding and supportive. We demand ferocious execution, pushing each other to levels most can’t handle, and we back those who step up with unwavering support

  • Taking 100% responsibility for everything you experience - completely owning all of your choices and all the ways you choose to respond to whatever happened, you remember that you hold the power. Regardless of what happens, you react as calmly and as intelligently as possible.

  • If it’s not in Slack/Kustomer, it did not happen: Slack+Kustomer is our collective intelligence. When we update it, we hold each other accountable, make each other smarter and upgrade our execution.

SPEED IS KING.

  • Speed is the number one currency in business relationships. SPEED is more important than perfection. Too many opportunities are missed because a project took too long. A good plan executed now is better than a perfect plan executed next week. Because what works now might not work next week.

    1. Predisposed to action. They just start doing. They have a sense of ownership. They’re resourceful and always looking for efficiency.

    2. Gets sh*t done. Measurably moves the needle. Immeasurably adds value.

    3. Fast companies are built by fast people

ENERGY GIVERS > ENERGY TAKERS

  • Every time we interact with another human being, we either give them energy ("fill their bucket" = great) or we take their energy ("drain their bucket" = not so great).

    1. We believe it’s so important to constantly “mind the comms,” and insist those around us all do the same. For example, did they REALLY understand what you think you said? Take excruciating care that they did.

  • Don’t Sugar Coat It! Truth is best left untampered with. Someone else’s reaction to the truth is not your responsibility. When you sugar coat it, you serve no one by not giving people the opportunity to improve. Without improvement, we become a stagnant fish stuck going against the stream. The amount you grow is directly correlated with the amount of uncomfortable conversations you are willing to have, not by sugar coating it.

HUMBLE.

  • Humility is not thinking less of yourself; it is thinking of yourself LESS. 

  • Humility is keeping the business’ needs above your own. Humble people admit their deficits and grow. When making a decision, they are concerned with WHAT is right, not WHO is right. To have a business that continues to thrive, hire and promote for humility and fire for ego and pride.

    1. When things go well, humble people tend to share the credit. When things go poorly, they tend to shoulder the responsibility.

    2. Modest, despite being awesome; Self-aware and respectful.

How we work (Cultural Standards)

These are the core cultural standards to which we hold ourselves & our team-members that guide our business, our product development, and our brand. As our company continues to evolve and grow, these remain constant

  1. We Are On Offense. All the time. 

    1. In other words, we are a Perpetual Work In Progress. We believe it takes more than talent to succeed. GREATNESS REQUIRES INTENSE COMMITMENT.

    2. WE WORK IMMENSELY HARD. It’s not for everyone, but it’s part of who we are.

    3. WE ARE NEVER DONE. Never done iterating. Never done learning. Never done rethinking.

  2. The Best is Yet to Come:

    1. We firmly believe teammates need to find optimism in everything, particularly when nobody else is. We’ve found it to be contagious and often the best path through a nasty storm. People emulate their leadership, and relaxed, confident people simply solve problems better than those facing fear and doubt. In that vein, there are few leadership tools as powerful and underutilized as a smile. 

  3. Insist on the Highest Standards

    1. Leaders have relentlessly high standards — many people may think these standards are unreasonably high. Leaders are continually raising the bar and drive their teams to deliver high quality products, services, and processes. Leaders ensure that defects do not get sent down the line and that problems are fixed so they stay fixed.

  4. Ownership

    1. Leaders are owners. They think long term and don’t sacrifice long-term value for short-term results. They act on behalf of the entire company, beyond just their own team. They never say “that’s not my job."

  5. Do More with Less: 

    1. Accomplish more with less. Constraints breed resourcefulness, self-sufficiency, and invention. There are no extra points for growing headcount, budget size, or fixed expense.

    2. Ask yourself: How can you do what you're doing more efficiently? How can your process become more efficient? How can the company as a whole become more efficient? How can you personally help the company become more efficient?

  6. We are radically and uncomfortably transparent and practice thoughtful disagreement

    1. WE SHARE (ALMOST) EVERYTHING. We make information available to everyone in the company. 

    2. And we understand that speaking your mind requires equal parts brains (what to say), thoughtfulness (when to say it), and caring (how it’s said).

    3. Leaders are obligated to respectfully challenge decisions when they disagree, even when doing so is uncomfortable or exhausting. Leaders have conviction and are tenacious. They do not compromise for the sake of social cohesion. Once a decision is determined, they commit wholly.

    4. NO SILENT DISAGREEMENT. If we disagree with a decision or direction, we have the responsibility to speak up. We trust our candor will not be used against us.

  7. When in doubt, underreact: 

    1. Leaders rarely have complete, accurate information, so underreacting to both good and bad news is so important. We can always react more later when we get more clear, but we can never take it back when we misfire. One bad leadership reaction to bad news often means the end of hearing ANY bad news…whether it’s happening or not! People are smart. If things get worse for them because they told us something, they’ll simply stop telling us.

    2. You listen well, instead of reacting fast, so you can better understand

  8. Solve only the problems you can solve:

    1. Leaders shouldn’t get any easy decisions. If we get a problem that’s easy to solve, it generally means someone else should have solved it. This obviously means preparing, delegating, and trusting. It also means being mentally, physically, and emotionally prepared to deal with difficult issues all day, every day. It’s why we are there!

  9. We give ourselves the autonomy to be awesome.

    1. Just because someone made a mistake years ago doesn’t mean we need a policy. WE DON’T PENALIZE THE MANY FOR THE MISTAKES OF THE FEW. We only protect against really big stuff. We don’t have pages of policies and procedures. Instead our policy is USE GOOD JUDGMENT.

      • Team > Self : Favor your team’s interest over your own.

      • Company > Team: Favor the company’s interest over your team.

  10. Play, as a team

    1. We spend a huge amount of our time at work. So the more that time doesn’t feel like “work,” the better. We can be serious, without taking ourselves too seriously. We strive to put what’s right for the team first – whether in a virtual meeting room, Slack, on a call or in-person.

  11. It’s all about communication: 

    1. We’ve found that when things go wrong, it’s rarely because people weren’t smart enough, didn’t care enough, or weren’t trying enough. It’s usually because the communication got garbled somewhere. We believe it’s so important to constantly “mind the comms,” and insist those around us all do the same. For example, did they REALLY understand what you think you said? Take excruciating care that they did.

  12. Don’t worry about looking good; worry about achieving the mission:

    1.  People typically try to prove that they have the answer even when they don’t. Why do they behave in this unproductive way? It’s generally because they believe the senseless but common view that great people have all the answers and don’t have any weaknesses. Not only does this view not square with reality, it stands in the way of their progress. People interested in making the best possible decisions are rarely confident that they have the best answers. They recognize that they have weaknesses and blind spots, and they always seek to learn more so that they can get around them.

This application includes an assessment as the first step